STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE (EIN 04-6629590)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-11-12
IRS object ID: 201113169349100501
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-12T14:00:49-06:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALLARD & ALLARD CPA'S	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	450 COTTAGE STREET	AddressLine1
City	SPRINGFIELD	City
State	MA	State
ZIP Code	01104	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	046629590	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	STEVENSON FAMILY CHARITABLE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	STEV	NameControl
Phone	6178642742	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	31 FAYERWEATHER STREET	AddressLine1
City	CAMBRIDGE	City
State	MA	State
ZIP Code	02138	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	FREDERICKA STEVENSON OR HOWARD STEV	Name
Title	TRUSTEE	Title
Phone	6178642742	Phone
Date Signed	2011-11-11	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	4137851414	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5658928	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	765000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	99896	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	99896	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	17525	DividendsRevAndExpnss
Dividends Net Invst Incm	17525	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	428227	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	465317	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	428227	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	231468	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	58	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1542116	TotalRevenueAndExpenses
Total Net Investment Income	545706	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	3000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	3000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	3000	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	7782	TaxesRevAndExpnss
Taxes Net Invst Incm	7782	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	7782	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	731	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	731	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	731	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	11513	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	11513	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	11513	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	863322	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	863322	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	874835	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	11513	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	874835	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	667281	ExcessOfRevenueOverExpenses
Net Investment Income	534193	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	114366	CashBOY
Cash EOY	117718	CashEOY
Cash EOYFMV	117718	CashEOYFMV
Investments Other BOY	4877281	InvestmentsOtherBOY
Investments Other EOY	5541210	InvestmentsOtherEOY
Investments Other EOYFMV	5541210	InvestmentsOtherEOYFMV
Total Assets BOY	4991647	TotalAssetsBOY
Total Assets EOY	5658928	TotalAssetsEOY
Total Assets EOYFMV	5658928	TotalAssetsEOYFMV
Accounts Payable BOY	2300	AccountsPayableBOY
Accounts Payable EOY	2300	AccountsPayableEOY
Loans From Officers BOY	20000	LoansFromOfficersBOY
Loans From Officers EOY	20000	LoansFromOfficersEOY
Total Liabilities BOY	22300	TotalLiabilitiesBOY
Total Liabilities EOY	22300	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	4969347	CapitalStockBOY
Capital Stock EOY	5636628	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	4969347	TotalNetAssetsBOY
Total Net Assets EOY	5636628	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	4991647	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5658928	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	4969347	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	667281	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	5636628	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	5636628	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Cost Or Other BasisCostOrOtherBasis
BLP 1983-1 ST GAINS	P	44709	44709	44709
BLP 1983-1 LT GAINS	P	420608	420608	420608
BLP 1983-1 1231 GAINS	P		-37055	-37055	37055
SEC 1256 GAINS	P		-35	-35	35

Field	Value	IRS element (for citing)
Capital Gain Net Income	428227	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	691529	QualifyingDistributionsYear1
Noncharitable Assets Year1	5511802	NoncharitableAssetsYear1
Distribution Ratio Year1	0.125463	DistributionRatioYear1
Qualifying Distributions Year2	357075	QualifyingDistributionsYear2
Noncharitable Assets Year2	5248926	NoncharitableAssetsYear2
Distribution Ratio Year2	0.068028	DistributionRatioYear2
Qualifying Distributions Year3	322315	QualifyingDistributionsYear3
Noncharitable Assets Year3	3294430	NoncharitableAssetsYear3
Distribution Ratio Year3	0.097836	DistributionRatioYear3
Qualifying Distributions Year4	374480	QualifyingDistributionsYear4
Noncharitable Assets Year4	2633911	NoncharitableAssetsYear4
Distribution Ratio Year4	0.142176	DistributionRatioYear4
Qualifying Distributions Year5	216119	QualifyingDistributionsYear5
Noncharitable Assets Year5	2397160	NoncharitableAssetsYear5
Distribution Ratio Year5	0.090156	DistributionRatioYear5
Total Distribution Ratio	0.523659	TotalDistributionRatio
Average Distribution Ratio	0.104732	AverageDistributionRatio
Net Noncharitable Assets	5341280	NetNoncharitableAssets
Adjusted Noncharitable Assets	559403	AdjustedNoncharitableAssets
One Percent Net Investment Income	5342	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	564745	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	874835	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	5342	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	5342	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	5342	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	20607	EstTaxPaymentsAndOverpayment
Total Credits And Payments	20607	TotalCreditsAndPayments
Overpayment	15265	Overpayment
Amount Credited To Next Year	15265	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOWARD H STEVENSON	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6178642742	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	31 FAYERWEATHER STREET	AddressLine1
City	CAMBRIDGE	City
State	MA	State
ZIP Code	02138	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
HOWARD H STEVENSON
31 FAYERWEATHER STREET	CAMBRIDGE	MA	02138	TRUSTEE	0.00	0	0	0
FREDERICKA O STEVENSON
31 FAYERWEATHER STREET	CAMBRIDGE	MA	02138	TRUSTEE	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	5366522	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	56097	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5422619	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	5422619	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	81339	CashDeemedCharitable
Net Noncharitable Assets	5341280	NetNoncharitableAssets
Minimum Investment Return	267064	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	267064	MinimumInvestmentReturn
Tax Based On Investment Income	5342	TaxBasedOnInvestmentIncome
Total Tax	5342	TotalTax
Distributable Amount Before Adj	261722	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	261722	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	261722	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	874835	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	874835	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	5342	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	869493	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	261722	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	104224	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	253094	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	183054	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	113206	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	415939	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1069517	TotalExcessDistriCarryover
Qualifying Distributions	874835	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	261722	AppliedToCurrentYear
Remaining Distri From Corpus	613113	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	1682630	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	104224	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1578406	ExcessDistriCyovToNextYear
Excess From Year4	253094	ExcessFromYear4
Excess From Year3	183054	ExcessFromYear3
Excess From Year2	113206	ExcessFromYear2
Excess From Year1	415939	ExcessFromYear1
Excess From Current Year	613113	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (103 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ACCESS
31 ST JAMES AVE SUITE 520	BOSTON	MA	02116	NONE	PUBLIC	CHARITABLE	$500
BANK OF AMERICA CHARITABLE GIFT FUND
HESTIA FUND 75 STATE STREET STE	BOSTON	MA	02109	NONE	PUBLIC	CHARITABLE	$600	2500
BOSTON LANDMARK'S ORCHESTRA
168 BRATTLE ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$5,000
BOSTON SYMPHONY ORCHESTRA
168 BRATTLE ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$500
BREAKTHROUGH CAMBRIDGE
PO BOX 381486	CAMBRIDGE	MA	022381786	NONE	PUBLIC	CHARITABLE	$150
ACCESS
31 ST JAMES AVE SUITE 520	BOSTON	MA	02116	NONE	PUBLIC	CHARITABLE	$500
ADOLESCENT CONSULTATION SERVICES INC LIA POORVU
40 THORNDIKE STREET	CAMBRIDGE	MA	02141	NONE	PUBLIC	CHARITABLE	$1,000
BETHEL HISTORICAL SOCIETY
10-14 BROAD ST	BETHEL	ME	042170012	NONE	PUBLIC	CHARITABLE	$250
BOSTON BALLET
19 CLARENDON ST	BOSTON	MA	02116	NONE	PUBLIC	CHARITABLE	$25,000
BOSTON LANDMARK'S ORCHESTRA
168 BRATTLE ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$500
BYKIDS
330 WEST END AVE	NEW YORK	NY	10023	NONE	PUBLIC	CHARITABLE	$250
CAMBRIDGE CENTER FOR ADULTS EDUCATION
42 BRATTLE ST PO BOX 9113	CAMBRIDGE	MA	02238	NONE	PUBLIC	CHARITABLE	$5,000
CAMBRIDGE COMMUNITY FOUNDATION
99 BISHOP ALLEN DR	CAMBRIDGE	MA	02139	NONE	PUBLIC	CHARITABLE	$500
CAMBRIDGE HISTORICAL SOCIETY
159 BRATTLE ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$150
CAREER COLLABORATIVE INC
77 SUMMER STREET 11TH FLOOR	BOSTON	MA	02110	NONE	PUBLIC	CHARITABLE	$500
CHARLES RIVER CONSERVANCY
FOUR BRATTLE ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$1,000
CHILTON HOUSE CELEBRATION
65 CHILTON STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$250
CITIZENS SCHOOL
MUSEUM WHARF 308 CONGRESS ST	BOSTON	MA	02210	NONE	PUBLIC	CHARITABLE	$500
CONSERVATORY LAB CHARTER SCHOOL
25 ARLINGTON ST	BRIGHTON	MA	02135	NONE	PUBLIC	CHARITABLE	$500
COVENANT HOUSE
PO BOX 731	NEW YORK	NY	101080731	NONE	PUBLIC	CULTURAL	$100
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	02445	NONE	PUBLIC	CHARITABLE	$10,000
DISCOVERING JUSTICE
PO BOX 51359	BOSTON	MA	02205	NONE	PUBLIC	CHARITABLE	$1,500
FACING HISTORY AND OURSELVES
16 HURD ROAD	BROOKLINE	MA	02445	NONE	PUBLIC	CHARITABLE	$1,000
FAMILIES FIRST
99 BISHOP RICHARD ALLEN DR	CAMBRIDGE	MA	02139	NONE	PUBLIC	CHARITABLE	$250
FROM THE TOP
295 HUNTINGTON AVE SUITE 201	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$5,000
FRUITLANDS MUSEUM
102 PROSPECT HILL	HARVARD	MA	01451	NONE	PUBLIC	EDUCATIONAL	$1,000
HARVARD BUSINESS SCHOOL (DEAN'S FUND)
125 HARVARD BUSINESS SCHOOL	BOSTON	MA	02163	NONE	PUBLIC	CHARITABLE	$50,000
HARVARD MAGAZINE
PO BOX 414946	BOSTON	MA	022414946	NONE	PUBLIC	CHARITABLE	$50
HARVARD SCHOOL OF PUBLIC HEALTH
401 PARK DR 3RD FLOOR	BOSTON	MA	02215	NONE	PUBLIC	CHARITABLE	$20,000
HARVARD UNIVERSITY WOMENS INITIATIVES
79 JFK ST BOX 123	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$10,000
HIGGINSON SOCIETY OF BSO
301 MASSACHUSETTS AVE	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$3,000
HISTORIC NEW ENGLAND
141 CAMBRIDGE ST	BOSTON	MA	021142702	NONE	PUBLIC	CHARITABLE	$80
ISABELLA STEWART GARDNER MUSIC
280 THE FENWAY	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$1,500
MAHOOSUC LAND TRUST
PO BOX 981	BETHEL	MA	042170012	NONE	PUBLIC	CHARITABLE	$250
MASS AUDUBON SOCIETY
208 SOUTH GREAT ROAD	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$250
MAX WARBUG COURAGE CURRICULUM
325 HUNTINGTON AVE BOX 52	BOSTON	MA	02115	NONE	PUBLIC	EDUCATIONAL	$250
MFA PATRON MEM
465 HUNTINGTON AVE	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$3,000
MOUNT AUBURN AUXILIARY TREE LIGHTING
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$100
MT AUBURN HOSPITAL
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$40,000
MT AUBURN HOSPITAL
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$750
NATIONAL TRUST FOR HISTORIC PRESERVATION
PO BOX 5043	HAGERSTOWN	MD	217419823	NONE	PUBLIC	CHARITABLE	$50
NEVILLE COMMUNITIES INC
NEVILLE PLACE ASSISTED LIVING 650	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$250	CONCORD AVE
NEW ENGLAND AQUARIUM
290 HUNTINGTON AVE	BOSTON	MA	02115	NONE	PUBLIC	EDUCATIONAL	$500
NPR FOUNDATION
PO BOX 1346 32 FOSTER ST	LITTLETON	MA	01460	NONE	PUBLIC	CHARITABLE	$25,000
OLYMPUS HIGH SCHOOL
GRANITE SCHOOL DISTRICT 2500 SOUTH	SALT LAKE CITY	UT	841153110	NONE	PUBLIC	CHARITABLE	$2,500	STATE ST
POSSE FOUNDATION
45 FRANKLIN ST 3RD FLOOR	BOSTON	MA	02210	NONE	PUBLIC	CHARITABLE	$1,000
PROJECT BREAD
145 BORDER ST	EAST BOSTON	MA	021281903	NONE	PUBLIC	CHARITABLE	$50
RALPH LOWELL SOCIETY
WGBH 1 GUEST STREET	BOSTON	MA	02135	NONE	PUBLIC	CHARITABLE	$3,000
SALVATION ARMY
PO BOX 390647	CAMBRIDGE	MA	02139	NONE	PUBLIC	CHARITABLE	$100
SMITHSONIAN CONTRIBUTING MEMBERSHIP
PO BOX 37012 MRC 712	WASHINGTON	DC	02139	NONE	PUBLIC	CHARITABLE	$200
SMITHSONIAN CONTRIBUTING MEMBERSHIP
PO BOX 420311	PALM COAST	FL	321420311	NONE	PUBLIC	CHARITABLE	$300
STANFORD UNIVERSITY
326 GALVEZ ST	STANFORD	CA	94305	NONE	PUBLIC	CHARITABLE	$5,000
SUDBURY VALLEY TRUSTEES
18 WOLBACH RD	SUDBURY	MA	017762429	NONE	PUBLIC	CHARITABLE	$10,000
SUMMER SEARCH FOUNDATION
500 AMORY STREET	JAMAICA PLAIN	MA	02130	NONE	PUBLIC	CHARITABLE	$2,500
SUMMER SEARCH FOUNDATION
500 AMORY ST	JAMAICA PLAIN	MA	02130	NONE	PUBLIC	CHARITABLE	$200,000
THE ART CONNECTION
539 TREMONT ST	BOSTON	MA	02116	NONE	PUBLIC	CHARITABLE	$250
THE CARROLL SCHOOL
25 BAKER BRIDGE ROAD	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$1,000
THE NATURE CONSERVANCY
205 PORTLAND ST SUITE 400	BOSTON	MA	021141708	NONE	PUBLIC	CHARITABLE	$10,000
THE TRUSTEES OF RESERVATIONS
LONG HILL 572 ESSEX ST	BEVERLY	MA	019151530	NONE	PUBLIC	CHARITABLE	$2,500
UNITED WAY OF MASSACHUSETTS BAY
124 MT AUBURN STREET ROOM 420 SOUTH	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$100
VNA CARE HOSPICECAMBRIDGE
65 CHILTON STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$500
WBUR
890 COMMONWEALTH AVE BOSTON	BOSTON	MA	02215	NONE	PUBLIC	CHARITABLE	$3,850	UNIVERSITY
WBUR
890 COMMONWEALTH AVE 3RD	BOSTON	MA	02215	NONE	PUBLIC	CHARITABLE	$10,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS ST	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$20,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS ST	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$20,000
CAMBRIDGE AT HOME INC
1780 MASSACHUSETTS AVENUE	CAMBRIDGE	MA	02140	NONE	PUBLIC	CHARITABLE	$1,200
CAMBRIDGE HISTORICAL SOCIETY
159 BRATTLE ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$150
COASTAL MAINE BOTANICAL GARDENS
PO BOX 234	BOOTHBAY	ME	04537	NONE	PUBLIC	CHARITABLE	$125
CONSERVATION LAW FOUNDATION
62 SUMMER ST	BOSTON	MA	021101016	NONE	PUBLIC	CHARITABLE	$10,000
CONSERVATION LAW FOUNDATION
62 SUMMER ST	BOSTON	MA	021101016	NONE	PUBLIC	CHARITABLE	$15,000
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	024457226	NONE	PUBLIC	CHARITABLE	$40,000
COVENANT HOUSE
PO BOX 731 TIME SQUARE STATION	NEW YORK	NY	101080731	NONE	PUBLIC	CHARITABLE	$500
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	024457226	NONE	PUBLIC	CHARITABLE	$100
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	024457226	NONE	PUBLIC	CHARITABLE	$1,000
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	024457226	NONE	PUBLIC	CHARITABLE	$10,000
FACE HISTORY AND OURSELVES
16 HURD ROAD	BROOKLINE	MA	02146	NONE	PUBLIC	CHARITABLE	$1,000
FIRST PARISH CHURCH IN LINCOLN
PO BOX 6218 16 BEDFORD ROAD	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$2,500
FRIENDS OF HEC
1301 AVENUE OF THE AMERICAS	NEW YORK	NY	10019	NONE	PUBLIC	CHARITABLE	$5,000
FRIENDS OF MOUNT AUBURN
580 MOUNT AUBURN ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$500
HABITAT FOR HUMANITY INT
PO BOX 1167	AMERICUS	GA	317099951	NONE	PUBLIC	CHARITABLE	$50
HARVARD ART MUSEUM MEMBERSHIP
32 QUINCY ST	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$5,000
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVE	ROXBURY	MA	02119	NONE	PUBLIC	CHARITABLE	$250
MAINE MARITIME MUSEUM
243 WASHINGTON STREET	BATH	ME	04530	NONE	PUBLIC	CHARITABLE	$125
MASSACHUSETTS GENERAL HOSPITAL
165 CAMBRIDGE ST SUITE 600	BOSTON	MA	021142792	NONE	PUBLIC	CHARITABLE	$5,000
MAUD MORGAN VISUAL ARTS CENTER
20 SACRAMENTO STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$100
MAX WARBUG COURAGE CURRICULUM
325 HUNTINGTON AVE BOX 52	BOSTON	MA	02115	NONE	PUBLIC	CHARITABLE	$500
MCKAY-DEE HOSPITAL FOUNDATION
4401 HARRISON BLVD	OGDEN	UT	84403	NONE	PUBLIC	CHARITABLE	$25,000
NEW ENGLAND FORESTRY FOUNDATION
PO BOX 1346 FOSTER ST	LITTLETON	MA	014604346	NONE	PUBLIC	CHARITABLE	$100
NEW ENGLAND FORESTRY FOUNDATION
PO BOX 1346 32 FOSTER ST	LITTLETON	MA	014604346	NONE	PUBLIC	CHARITABLE	$500
NPR FOUNDATION
PO BOX 1346 FOSTER ST	LITTLETON	MA	014604346	NONE	PUBLIC	CHARITABLE	$200,000
PATAGONIA SUR FOUNDATION
PO BOX 1268	EDGARTOWN	MA	02539	NONE	PUBLIC	CHARITABLE	$16,667
PGLA FOUNDATION BRAIN TUMOR CURE FOUNDATION
98 RANDOM FARMS DRIVE	CHAPAQUE	NY	10514	NONE	PUBLIC	CHARITABLE	$1,000
PLANNED PARENTHOOD LEAGUE OF MASS
1055 COMMONWEALTH AVE	BOSTON	MA	021151001	NONE	PUBLIC	CHARITABLE	$2,500
RURAL LAND FOUNDATION
PO BOX 6328	LINCOLN	MA	01773	NONE	PUBLIC	CHARITABLE	$1,000
SOUTHERN UTAH WILDERNESS ALLIANCE
136 EAST 57TH ST STE 1205	NEW YORK	NY	10022	NONE	PUBLIC	CHARITABLE	$500
THE FRIENDS OF HARVARD ROWING
125 HARVARD BUSINESS SCHOOL	BOSTON	MA	02163	NONE	PUBLIC	CHARITABLE	$1,000
USC ANNENBERG CTR ON COMMUNICATION
ADM 160 MC 4017	LOS ANGELES	CA	900894017	NONE	PUBLIC	CHARITABLE	$1,000
VNA CARE HOSPICECAMBRIDGE
65 CHILTON STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	CHARITABLE	$250
WESTPORT RIVER WATERSHRED ALLIANCE
PO BOX 3427	WESTPORT	MA	027900703	NONE	PUBLIC	CHARITABLE	$250
WESTPORT RIVER WATERSHED ALLIANCE
PO BOX 3427	WESTPORT	MA	027900703	NONE	PUBLIC	CHARITABLE	$5,600
WESTPORT RIVER WATERSHED ALLIANCE
PO BOX 3427	WESTPORT	MA	027900703	NONE	PUBLIC	CHARITABLE	$150
MUSEUM OF SCIENCE
1 SCIENCE PARK	BOSTON	MA	02114	NONE	PUBLIC	CHARITABLE	$300
NATIONAL PARKS CONSERVATION ASSOCIATION
1300 19TH ST NW	WASHINGTON	DC	20001	NONE	PUBLIC	CHARITABLE	$25

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	863322	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$99,896	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$17,525	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	15	ExclusionCode
Exclusion	$58	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$428,227	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (3 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
BAUPOST LIMITED PARTNERSHIP 1983 C-1	16	$226,017
MISCELLANEOUS			1000
FED TAX REFUND			4393

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$771,723	ExclusionAmount
Related Or Exempt Function Income	5393	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	777116	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
11B	MISC INCOME USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES.
11C	FEDERAL TAX PAID WHICH WAS REFUNDED BY THE IRS USED TO PROVIDE ADDITIONAL GIFTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES.

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	HOWARD STEVENSON	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	31 FAYERWEATHER ST	AddressLine1
City	CAMBRIDGE	City
State	MA	State
ZIP Code	02138	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	765000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$3,000	Amount
Net Investment Income	3000	NetInvestmentIncome
Disbursements Charitable Prps	3000	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	BAUPOST LTD PRT - 1983 C-1	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	5541210	BookValue
EOYFMV	5541210	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Revenue And Expenses Per Books	731	RevenueAndExpensesPerBooks
Net Investment Income	731	NetInvestmentIncome
Disbursements Charitable Prps	731	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
ROYALTIES	58	58	58
BAUPOST LIMITED PARTNERSHIP 1983 C-1	226017		226017
MISCELLANEOUS	1000		1000
FED TAX REFUND	4393		4393

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MASSACHUSETTS FORM PC	$125	125	125
2382	$2,382	2382	2382
FOREIGN TAXES PAID	$5,275	5275	5275

STEVENSON FAM CHARITABLE TR STEVENSON HOWARD TTEE: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (103 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (3 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments